PlanRock Wealth Strategies

PLANROCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in BRENTWOOD, TN, registered since 2020. The firm manages approximately $71 million in...

PlanRock Wealth Strategies

PLANROCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in BRENTWOOD, TN, registered since 2020. The firm manages approximately $71 million in assets. It employs 7 staff and 6 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

What is PlanRock Wealth Strategies?

PlanRock Wealth Strategies is a multi family office tracked on Altss.

What does Altss track for PlanRock Wealth Strategies?

Altss maintains an OSINT-verified profile of PlanRock Wealth Strategies covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is PlanRock Wealth Strategies?

PlanRock Wealth Strategies is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on PlanRock Wealth Strategies?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was PlanRock Wealth Strategies's Altss profile last updated?

PlanRock Wealth Strategies's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.